Adding Forms
Send your custom forms as an email attachment or for required signatures such as leases and management agreements with your Rentec Direct property management software.
There are two quick ways to add forms to your Rentec Direct account saving you valuable time:
- Import forms
- Copy and paste
Note: Learn more about creating and editing forms here : Custom Form Editor
How to Import Custom Forms
If you have an existing form that you would like to import, simply follow these steps.
In your Rentec Direct account:
- Click on Settings
- Under Program, click on Forms
- Click on +Add Form
- Click on Import
- Select the document from your computer and follow the prompt to add
- Name the form
- Assign the form to a group
- Click on Save Form
How to Copy an Existing Document into Rentec Direct Forms
- Open the document in your existing document editor.
- Select all the text within your document (CTRL-A is a shortcut for this)
- Push CTRL-C on your keyboard or right-click select copy
In your Rentec Direct account:
- Click on Settings
- Under Program click on Forms
- Click on +Add Form
- CTRL-V or right-click and select paste
- Name the form
- Assign the form to a group
- Click on Save Form
Pro Tip: Forms will be added as a Draft, and need to be assigned to a Group when you are ready for it to be sent out for a signature or as an attachment.
System Notes:
- The Rentec Direct editor will attempt to maintain formatting; however, depending on the source sometimes the document formatting may need to be manually corrected.
- If the formatting does not carry over well, it's often best to paste without formatting using CTRL-SHIFT-V instead, then do the formatting within the Rentec Direct editor.
How to convert an existing .pdf document into another file type
If you have an existing .pdf document that isn't formatting as well as you'd like, try converting the file into another format such as a .docx document first, then copy and paste. Convert PDF to Docx is a useful website that converts .pdf files into .docx files.
Frequently Asked Questions About Importing Forms
- Why does some data not appear in the printed or preview document?
- Depending on the file type, there may have been some embedded spaces, images, or other formatting in the original document that is rendering extra spaces, lines, or pages. Inside the editor, simply delete those extra spaces and pages before saving your new custom document.
- What file types work best?
- .docx file types will render information the best. (.pdf can be used, you will want to remove formatting prior to uploading)
- Can I start over on the form if I don't like the format?
- If you do not like how the import appears, there is no need to save - simply use the Cancel Button and try importing a different file type for a better result.
Helpful Tips:
- Import files without graphics and add them in after (during customization) for best results.
- If formatted information isn't lining up, try reducing the font size and if needed, the line height
